Anic Equity¶
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Total return since start: 0.69 %¶
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Equity now: -----------------------------> 51634.93 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48435.87 Kr¶
PnL: ---------------------------------------> -651.7 Kr¶
DD now: ---------------------------------> -0.596 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 20:46:15.149108'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 1.280000 | 3423.600000 | 243.600000 | 7.660000 | 3180.000006 |
| HMS Networks | 2 | -0.460000 | 778.400000 | 105.400000 | 15.660000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.100000 | 3531.620000 | 77.620000 | 2.250000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| SAAB B | 8 | -0.300000 | 3416.800000 | 39.800000 | 1.180000 | 3377.000000 |
| HEBA B | 70 | -1.800000 | 2674.000000 | 38.000000 | 1.440000 | 2636.000010 |
| Resurs Holding | 22 | 0.400000 | 611.380000 | 37.380000 | 6.510000 | 573.999998 |
| Swedbank A | 3 | 1.730000 | 601.200000 | 37.200000 | 6.600000 | 564.000000 |
| AcadeMedia | 12 | -0.520000 | 591.360000 | 34.360000 | 6.170000 | 557.000004 |
| Norva24 Group | 16 | 3.750000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.840000 | 379.900000 | 24.900000 | 7.010000 | 355.000000 |
| Fasadgruppen Group | 38 | 1.290000 | 4164.800000 | 23.800000 | 0.570000 | 4140.999992 |
| Intrum | 4 | 0.000000 | 539.400000 | 12.400000 | 2.350000 | 527.000000 |
| OEM International B | 7 | -1.910000 | 538.300000 | 10.300000 | 1.950000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Eastnine | 4 | -0.630000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Karnov Group | 9 | -0.660000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Securitas B | 6 | -1.220000 | 572.040000 | 2.040000 | 0.360000 | 570.000000 |
| Coor Service Management Hold. | 8 | 0.530000 | 534.000000 | 2.000000 | 0.380000 | 532.000000 |
| Creaspac SPAC | 6 | -0.210000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.190000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Handelsbanken A | 5 | 0.180000 | 544.250000 | -1.750000 | -0.320000 | 546.000000 |
| Midsona B | 63 | -3.390000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| Corem Property Group B | 59 | -3.040000 | 563.750000 | -13.250000 | -2.300000 | 576.999999 |
| Boozt | 12 | -0.880000 | 1630.800000 | -23.200000 | -1.400000 | 1653.999996 |
| Sampo Oyj SDB | 7 | -0.270000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| Essity B | 2 | -0.840000 | 545.400000 | -28.600000 | -4.980000 | 574.000000 |
| International Petroleum Corp. | 5 | -1.400000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| CTEK | 13 | -1.310000 | 499.850000 | -34.150000 | -6.400000 | 533.999999 |
| Vivesto | 1368 | -1.200000 | 560.880000 | -52.120000 | -8.500000 | 612.999432 |
| Essity A | 4 | -1.440000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.240000 | 3002.400000 | -81.600000 | -2.650000 | 3083.999994 |
| OX2 | 22 | -0.680000 | 1769.900000 | -219.100000 | -11.020000 | 1989.000002 |
| Axfood | 15 | -0.300000 | 4033.500000 | -266.500000 | -6.200000 | 4300.000005 |
| Ovzon | 64 | -1.670000 | 3398.400000 | -597.600000 | -14.950000 | 3996.000000 |
| TOTAL | 48435.870000 | -651.700000 | -0.59573% | 49087.564636 |
Updated:¶
'2023-01-31 20:46:28.483498'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
